Broyhill Asset Management’s Oracle ORCL Stock Holding History

Broyhill Asset Management’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$606K	Hold	4,138	–	–	0.54%	40
2026 Q1	$609K	Hold	4,138	–	–	0.56%	44
2025 Q4	$807K	Sell	4,138 -100	-2%	-$23.8K	0.71%	36
2025 Q3	$1.19M	Hold	4,238	–	–	1.04%	33
2025 Q2	$927K	Hold	4,238	–	–	0.84%	35
2025 Q1	$593K	Hold	4,238	–	–	0.48%	45
2024 Q4	$706K	Buy	+4,238	New	+$753K	0.62%	36

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Broyhill Asset Management's ORCL Position: Q2 2026 in Review

Broyhill Asset Management held its Oracle (ORCL) position steady in Q2 2026 at 4,138 shares worth $606K. The position accounts for 0.54% of the portfolio, ranked #40.

Broyhill Asset Management first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Broyhill Asset Management held 4,138 shares of Oracle worth $606K as of Q2 2026.
Broyhill Asset Management left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.54% of Broyhill Asset Management's portfolio in Q2 2026, its #40 holding.
Broyhill Asset Management first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
Broyhill Asset Management's Oracle position peaked at $1.19M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Broyhill Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.